Leeward Financial Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Leeward Financial Partners, LLC reported 92 stock positions worth $236.4 million. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 5.4%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.4%). Compared with Q4 2023, it opened 12 new positions, sold out of 7, added to 43 and reduced 25. The biggest buy was Microsoft (MSFT, shares +16%) and the biggest sale Apple (AAPL, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- Bellevue, WA
- CIK
- 0001735201
- Portfolio Value
- $236.4M (Q1 2024)
- SEC Filing
- 0001941040-24-000195 ↗ filed Apr 19, 2024
Holdings Value
Holdings 92 stocks · $236.4M
| MSFT Microsoft Corp. | 6.34% | 35,610 | $15.0M | Add +15.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.39% | 78,209 | $12.7M | Add +5.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.36% | 36,844 | $12.7M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 5.21% | 23,487 | $12.3M | Add +5.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.40% | 43,396 | $10.4M | Add +6.1% |
| AMZN Amazon.com Inc. | 3.87% | 50,705 | $9.1M | Add +5.9% |
| SCHG Schwab US Large-Cap Growth | 3.43% | 87,463 | $8.1M | Add +7.2% |
| AAPL Apple Inc. | 2.99% | 41,225 | $7.1M | Reduce -14.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.91% | 30,074 | $6.9M | Add +8.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.50% | 30,796 | $5.9M | Add +14.5% |
| ETN Eaton Corp. PLC | 2.43% | 18,395 | $5.8M | Add +5.8% |
| SCHF Schwab Intl Equity ETF | 2.36% | 143,083 | $5.6M | Add +5.6% |
| VEA Vanguard Ftse Developed ETF | 2.32% | 109,213 | $5.5M | Add +6.0% |
| SCHV Schwab US Large-Cap Value | 2.04% | 63,463 | $4.8M | Add +18.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.04% | 18,458 | $4.8M | Add +16.8% |
| GOOGL Alphabet Inc. Class A | 1.95% | 30,576 | $4.6M | Reduce -1.9% |
| UNH Unitedhealth Group Inc. | 1.95% | 9,328 | $4.6M | Add +44.6% |
| BLV Vanguard Long-Term Bond ETF | 1.91% | 62,481 | $4.5M | Add +8.4% |
| NVDA Nvidia Corp. | 1.74% | 4,540 | $4.1M | Reduce -3.7% |
| HD Home Depot Inc. | 1.69% | 10,431 | $4.0M | Add +7.3% |
| V Visa Inc. Class A | 1.63% | 13,782 | $3.8M | Add +5.7% |
| PNC PNC Financial Services Group | 1.55% | 22,678 | $3.7M | Add +46.2% |
| VRTX Vertex Pharmaceuticals Inc. | 1.54% | 8,686 | $3.6M | Add +1.5% |
| ECL Ecolab Inc. | 1.53% | 15,701 | $3.6M | Add +14.1% |
| BIV Vanguard Intermediate-Term B | 1.51% | 47,369 | $3.6M | Add +11.2% |
| VNQ Vanguard Real Estate ETF | 1.46% | 39,834 | $3.4M | Reduce -6.9% |
| ADBE Adobe Inc. | 1.40% | 6,573 | $3.3M | Add +5.6% |
| MUB iShares National Muni Bond E | 1.28% | 28,111 | $3.0M | Add +11.1% |
| IVV iShares Core S&P 500 ETF | 1.23% | 5,540 | $2.9M | Add +2.6% |
| VMBS Vanguard Mortgage-Backed Sec | 1.21% | 62,869 | $2.9M | Add +9.7% |
| VIG Vanguard Dividend Apprec ETF | 1.20% | 15,549 | $2.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.15% | 5,214 | $2.7M | No change |
| BND Vanguard Total Bond Market | 1.02% | 33,323 | $2.4M | Add +1.2% |
| PCAR Paccar Inc. | 0.97% | 18,603 | $2.3M | Reduce -15.0% |
| IYW iShares Ustechnology ETF | 0.87% | 15,302 | $2.1M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.86% | 26,485 | $2.0M | Reduce -0.8% |
| NOW ServiceNow Inc. | 0.83% | 2,574 | $2.0M | Add +4.8% |
| ITW Illinois Tool Works | 0.82% | 7,195 | $1.9M | Reduce -0.4% |
| IR Ingersoll-Rand Inc. | 0.81% | 20,288 | $1.9M | Reduce -6.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.80% | 7,550 | $1.9M | Add +7.4% |
| USHY iShares Broad Usd High Yield | 0.71% | 46,003 | $1.7M | Add +8.3% |
| VCIT Vanguard Int-Term Corporate | 0.70% | 20,633 | $1.7M | Add +1.4% |
| WDAY Workday Inc. Class A | 0.67% | 5,775 | $1.6M | Add +16.1% |
| TOTL SS Doubleline TR Tact ETF | 0.67% | 39,302 | $1.6M | Add +2.6% |
| GS Goldman Sachs Group Inc. | 0.65% | 3,667 | $1.5M | New |
| FLMI Franklin Dynamic Municipal B | 0.57% | 55,191 | $1.4M | Add +18.2% |
| PZA Invesco National Amt-Free Mu | 0.55% | 54,859 | $1.3M | Add +18.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.55% | 25,733 | $1.3M | Add +18.9% |
| BA The Boeing Co. | 0.53% | 6,456 | $1.2M | Add +241.8% |
| VUSB Vanguard Ultra Short Bond Et | 0.48% | 23,026 | $1.1M | Reduce -47.9% |
| SCHP Schwab U.S. Tips ETF | 0.47% | 21,330 | $1.1M | No change |
| MAR Marriott International Class A | 0.44% | 4,130 | $1.0M | Add +1.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.43% | 15,921 | $1.0M | Add +0.3% |
| VTIP Vanguard Short-Term Tips | 0.37% | 18,450 | $884K | No change |
| SBUX Starbucks Corp. | 0.34% | 8,852 | $809K | Reduce -47.4% |
| COST Costco Wholesale Corp. | 0.34% | 1,097 | $803K | Add +22.0% |
| AXON Axon Enterprise Inc. | 0.33% | 2,477 | $775K | Add +184.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.26% | 7,964 | $619K | Add +1.4% |
| MNST Monster Beverage Corp. | 0.22% | 8,848 | $525K | Reduce -4.8% |
| BEN Franklin Templeton Inc. | 0.22% | 18,438 | $518K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 1,219 | $513K | Reduce -13.5% |
| SCHM Schwab US Mid Cap ETF | 0.22% | 6,249 | $509K | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.18% | 894 | $430K | No change |
| RRX Regal Rexnord Corp. | 0.18% | 2,362 | $425K | No change |
| SCHA Schwab US Small-Cap ETF | 0.18% | 8,527 | $420K | Reduce -12.5% |
| ADP Automatic Data Processing | 0.15% | 1,450 | $362K | Reduce -13.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 785 | $349K | Reduce -3.3% |
| CMG Chipotle Mexican Grill Inc. | 0.14% | 117 | $340K | Add +11.4% |
| LOW Lowe's Cos Inc. | 0.14% | 1,283 | $327K | Reduce -17.3% |
| ARKK ARK Innovation ETF | 0.13% | 6,184 | $310K | Add +9.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,190 | $309K | Reduce -8.5% |
| LLY Eli Lilly & Co. | 0.13% | 391 | $304K | New |
| IWY iShares Russell Top 200 Grow | 0.12% | 1,504 | $293K | No change |
| SMH Vaneck Semiconductor ETF | 0.12% | 1,304 | $293K | Reduce -22.7% |
| META Meta Platforms Inc. Class A | 0.12% | 588 | $286K | New |
| DFUV Dimensional US Marketwide Va | 0.12% | 6,805 | $278K | No change |
| DECK Deckers Outdoor Corp. | 0.12% | 294 | $277K | Reduce -16.5% |
| DCI Donaldson Co. Inc. | 0.11% | 3,482 | $260K | No change |
| FTNT Fortinet Inc. | 0.11% | 3,751 | $256K | Reduce -5.0% |
| ANET Arista Networks Inc. | 0.11% | 874 | $253K | New |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 10,431 | $240K | No change |
| JPM JPMorgan Chase & Co. | 0.10% | 1,156 | $232K | New |
| SHOP Shopify Inc. Class A | 0.10% | 2,995 | $231K | Reduce -31.4% |
| GIC Global Industrial Co. | 0.10% | 5,013 | $224K | New |
| ELF Elf Beauty Inc. | 0.09% | 1,142 | $224K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.09% | 1,731 | $222K | New |
| NFLX Netflix Inc. | 0.09% | 359 | $218K | New |
| ILCG iShares Morningstar Growth E | 0.09% | 2,850 | $215K | New |
| AVGO Broadcom Inc. | 0.09% | 160 | $212K | New |
| MCD McDonald's Corp. | 0.09% | 750 | $211K | Reduce -0.7% |
| OWL Blue Owl Capital Inc. | 0.09% | 10,862 | $205K | New |
| ADPT Adaptive Biotechnologies | 0.07% | 51,650 | $166K | Reduce -4.5% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -14.5% | 2.99% | −1.49 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -47.9% | 0.48% | −0.57 |
| SBUX Starbucks Corp. | Reduce -47.4% | 0.34% | −0.44 |
| VNQ Vanguard Real Estate ETF | Reduce -6.9% | 1.46% | −0.37 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.1% | 5.36% | −0.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.16 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 1.95% | −0.15 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.15 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.8% | 0.86% | −0.13 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.11 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.11 |
| AMPH Amphastar Pharmaceuticals Inc. | Sold out | 0.00% | −0.10 |
| ITW Illinois Tool Works | Reduce -0.4% | 0.82% | −0.10 |
| FULT Fulton Financial Corp. | Sold out | 0.00% | −0.09 |
| SHOP Shopify Inc. Class A | Reduce -31.4% | 0.10% | −0.07 |
| ADPT Adaptive Biotechnologies | Reduce -4.5% | 0.07% | −0.06 |
| PCAR Paccar Inc. | Reduce -15.0% | 0.97% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -12.5% | 0.18% | −0.04 |
| MNST Monster Beverage Corp. | Reduce -4.8% | 0.22% | −0.04 |
| ADP Automatic Data Processing | Reduce -13.7% | 0.15% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -17.3% | 0.14% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.5% | 0.22% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.09% | −0.02 |
| SMH Vaneck Semiconductor ETF | Reduce -22.7% | 0.12% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.5% | 0.13% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.3% | 0.15% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.5% | 0.22% | −0.01 |
| FTNT Fortinet Inc. | Reduce -5.0% | 0.11% | −0.00 |
| DECK Deckers Outdoor Corp. | Reduce -16.5% | 0.12% | +0.00 |
| IR Ingersoll-Rand Inc. | Reduce -6.6% | 0.81% | +0.00 |
| NVDA Nvidia Corp. | Reduce -3.7% | 1.74% | +0.61 |
Portfolio Buys Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Add +15.8% | 6.34% | +0.75 |
| GS Goldman Sachs Group Inc. | New | 0.65% | +0.65 |
| ETN Eaton Corp. PLC | Add +5.8% | 2.43% | +0.41 |
| PNC PNC Financial Services Group | Add +46.2% | 1.55% | +0.39 |
| AMZN Amazon.com Inc. | Add +5.9% | 3.87% | +0.36 |
| UNH Unitedhealth Group Inc. | Add +44.6% | 1.95% | +0.31 |
| BA The Boeing Co. | Add +241.8% | 0.53% | +0.29 |
| SCHV Schwab US Large-Cap Value | Add +18.9% | 2.04% | +0.23 |
| AXON Axon Enterprise Inc. | Add +184.4% | 0.33% | +0.22 |
| ECL Ecolab Inc. | Add +14.1% | 1.53% | +0.22 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +16.8% | 2.04% | +0.19 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +14.5% | 2.50% | +0.16 |
| SCHG Schwab US Large-Cap Growth | Add +7.2% | 3.43% | +0.16 |
| LLY Eli Lilly & Co. | New | 0.13% | +0.13 |
| META Meta Platforms Inc. Class A | New | 0.12% | +0.12 |
| ANET Arista Networks Inc. | New | 0.11% | +0.11 |
| JPM JPMorgan Chase & Co. | New | 0.10% | +0.10 |
| GIC Global Industrial Co. | New | 0.10% | +0.10 |
| ELF Elf Beauty Inc. | New | 0.09% | +0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.09% | +0.09 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +6.1% | 4.40% | +0.09 |
| NFLX Netflix Inc. | New | 0.09% | +0.09 |
| ILCG iShares Morningstar Growth E | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | New | 0.09% | +0.09 |
| OWL Blue Owl Capital Inc. | New | 0.09% | +0.09 |
| HD Home Depot Inc. | Add +7.3% | 1.69% | +0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.7% | 2.91% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.9% | 5.39% | +0.05 |
| COST Costco Wholesale Corp. | Add +22.0% | 0.34% | +0.05 |
| AJG Arthur J Gallagher & Co. | Add +7.4% | 0.80% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +11.4% | 0.14% | +0.03 |
| FLMI Franklin Dynamic Municipal B | Add +18.2% | 0.57% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +18.9% | 0.55% | +0.02 |
| PZA Invesco National Amt-Free Mu | Add +18.6% | 0.55% | +0.01 |
| WDAY Workday Inc. Class A | Add +16.1% | 0.67% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +5.4% | 5.21% | +0.00 |
| MAR Marriott International Class A | Add +1.2% | 0.44% | −0.00 |
| NOW ServiceNow Inc. | Add +4.8% | 0.83% | −0.01 |
| ARKK ARK Innovation ETF | Add +9.9% | 0.13% | −0.01 |
| V Visa Inc. Class A | Add +5.7% | 1.63% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +2.6% | 1.23% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.3% | 0.43% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +1.4% | 0.26% | −0.03 |
| USHY iShares Broad Usd High Yield | Add +8.3% | 0.71% | −0.03 |
| MUB iShares National Muni Bond E | Add +11.1% | 1.28% | −0.05 |
| SCHF Schwab Intl Equity ETF | Add +5.6% | 2.36% | −0.06 |
| BIV Vanguard Intermediate-Term B | Add +11.2% | 1.51% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Add +6.0% | 2.32% | −0.06 |
| VMBS Vanguard Mortgage-Backed Sec | Add +9.7% | 1.21% | −0.07 |
| TOTL SS Doubleline TR Tact ETF | Add +2.6% | 0.67% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 108 | $381.2M | VUG, MSFT, VGT, AAPL, VV |
| Q1 2026 | 97 | $336.2M | MSFT, VUG, VGT, AAPL, SCHF |
| Q4 2025 | 96 | $355.8M | MSFT, VUG, VGT, AAPL, VV |
| Q3 2025 | 101 | $351.5M | MSFT, VUG, VGT, AAPL, SCHG |
| Q2 2025 | 100 | $315.6M | MSFT, VUG, VGT, AAPL, VTV |
| Q1 2025 | 86 | $267.7M | VUG, MSFT, VTV, VGT, VV |
| Q4 2024 | 92 | $280.4M | VUG, VGT, MSFT, VTV, VV |
| Q3 2024 | 85 | $265.1M | MSFT, VUG, VGT, VTV, VV |
| Q2 2024 | 84 | $246.3M | MSFT, VUG, VGT, VTV, VV |
| Q1 2024 | 92 | $236.4M | MSFT, VTV, VUG, VGT, VV |